Financial Services Representative, Wealth Transition
Overview
You own the wealth transition process for beneficiaries navigating deceased account assets, handling 15-20 calls daily in an 8-hour shift. You guide executors, attorneys, and heirs through document processing and account distribution with white-glove service. Your team, Life Services, is the dedicated transition specialists within Bank of America, and you collaborate with licensed advisors and internal specialists to resolve complex scenarios. This role offers a clear career path in financial services with paid time off and benefits from day one.
What You'll Do7
- 1Deliver exceptional service by resolving escalated and complex account inquiries with care and urgency.
- 2Triage client requests and refer to internal specialists for deeper financial conversations.
- 3Drive the wealth transition process through inbound and outbound calls, document processing, and distribution.
- 4Educate clients on value-added opportunities using knowledge of financial products and banking services.
- 5Build relationships through proactive outreach and client-focused call flow.
- 6De-escalate client concerns by empathizing, taking ownership, and providing clear next steps.
- 7Execute client disposition instructions for simple and complex scenarios, including multiple beneficiaries.
Requirements8
- 11+ years in a performance-based environment or a bachelor's degree.
- 2Strong computer application skills, including Microsoft Office.
- 3Proven ability to build client relationships through effective communication and collaboration.
- 4Demonstrated proactive and ambitious mindset with effective time management.
- 5Results-driven approach that prioritizes client interests.
- 6Willingness to establish a career in the financial services industry.
- 7Excellent verbal and written communication skills.
- 8Careful attention to detail and problem-solving skills.
Salary Insight
Salary not disclosed in listing
Location
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